ODI

Overseas Direct Investment Advisory for Indian Companies

Navigate FEMA/RBI ODI regulations with confidence — route selection, funding review, AD-bank coordination and reporting support.

Part of our Global Expansion advisory. New to ODI? Read our ODI Compliance Guide for Indian Companies. For layered overseas groups, see our Step-Down Subsidiary Review.

Statutory CA certifications on ODI valuation and APR filings are arranged through our empanelled CA partner firm Regi Tom Antony & Associates.

What is ODI

  • Overseas Direct Investment by Indian persons / entities into a foreign entity.
  • Automatic route: within prescribed financial commitment limits and eligible sectors — no prior RBI approval.
  • Approval route: where limits, sectors or structure (e.g. financial services, real estate) require RBI sign-off.
  • Eligible investors include Indian companies, LLPs, registered partnerships and resident individuals (LRS).

Key ODI Compliance Requirements

  • Form ODI (Part I / II / III) for initial investment, subsequent commitments and disinvestment.
  • Annual Performance Report (APR) for every overseas JV/WOS — due each year.
  • Valuation norms from a SEBI-registered Category I Merchant Banker / Chartered Accountant.
  • FEMA reporting including FLA return and any post-transaction filings.

Our Advisory Scope

  • Structure memo — entity, jurisdiction, funding route and shareholding.
  • Route analysis — automatic vs approval, limit computation, sectoral eligibility.
  • AD-bank coordination — UIN allotment, Form ODI submission, query responses.
  • Ongoing compliance — APR, FLA, valuation updates and FEMA filings.

Planning an Overseas Investment?

We'll map the right ODI route, structure and compliance roadmap before you commit funds.